ESOP Report Newsletter

The April 2015 ESOP Report newsletter is now available for members. To access this month’s issue, you’ll need to sign into The ESOP Association’s website. The Member Sign In button is located at the top of the page.

To get to the ESOP Report, click Meet & Learn. A link to the ESOP Report is located on the left side menu.

The July 2014 ESOP Report is now available for members. To access this month’s issue, you’ll need to sign into The ESOP Association’s website. The Member Sign In button is located at the top of the page. To get to the ESOP Report, click Meet & Learn. A link to the ESOP Report is located on the left side menu.

April 2014 ESOP Report is now available. To access this month’s issue, you’ll need to sign into the website. The Member Sign In button is located at the top of the page. To get to the ESOP Report, click Meet & Learn. A link to the ESOP Report is located on the left side menu.

The March 2013 issue of the ESOP Report is now available for download on The ESOP Association’s website. To download this month’s issue, you’ll need to sign into the website. The Member Sign In button is located at the top of the page. To get to the ESOP Report, click on Meet & Learn. A link to the ESOP Report is located on the left side menu.

The February 2013 issue of the ESOP Report is now available for download on The ESOP Association’s website. To download this month’s issue, you’ll need to sign into the website. The Member Sign In button is located at the top of the page. To get to the ESOP Report, click on Meet & Learn. A link to the ESOP Report is located on the left side menu.

As reported in the January 2013, ESOP Report newsletter, Assemblyman and Deputy Speaker of the New Jersey State Legislature, Upendra J. Chivukula (D), introduced a bill to encourage small businesses to establish ESOPs in December 2012. The bill would provide “…a gross income tax exclusion for certain capital gains from the sale of employer securities to a non-publicly traded business with fewer than 500 employees, whose headquarters or base of operations is in this State, to an employee stock ownership plan, a New Jersey S corporation owned by an employee stock ownership plan…” The bill is very similar to Iowa Governor Terry Brandstad’s ESOP initiative program which passed the Iowa State Legislature in 2012. When additional information about the New Jersey bill becomes available, it will be shared with Association members.

“It’s encouraging to see states considering bills to facilitate ESOP creation,” said ESOP Association President, J. Michael Keeling. “Indiana and Iowa with their respective states’ ESOP Initiatives, and now New Jersey, are leading the way on a state level and clearly see the value employee ownership brings to a company.”

The November 2012 issue of the ESOP Report is now available for download on The ESOP Association’s website. To download this month’s issue, you’ll need to sign into the website. The Member Sign In button is located at the top of the page. To get to the ESOP Report, click on Meet & Learn. A link to the ESOP Report is located on the left side menu.